+42,297.2%
SBUX vs GEN
+1,811.1%
+40,486.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.9% |
| 7D | -3.1% | -1.2% | -1.9% | -2.9% |
| 30D | -0.9% | +10.1% | -11.0% | -2.7% |
| 3M | +11.6% | +16.1% | -4.5% | +8.4% |
| 6M | +8.8% | +38.9% | -30.1% | +1.8% |
| YTD | +26.3% | +14.4% | +11.9% | +22.1% |
| 1Y | +23.1% | +5.9% | +17.3% | +20.7% |
| 3Y | +15.0% | +58.8% | -43.8% | +4.0% |
| 5Y | +0.4% | +24.7% | -24.3% | -6.4% |
| 10Y | +130.7% | +163.1% | -32.4% | +81.0% |
| All | +42,297.2% | +1,811.1% | +40,486.1% | +21,854.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling